Charitable giving
In addition to our charitable endeavours, we also help our clients with their philanthropic efforts. Charitable gifts can take a variety of forms and be facilitated through a number of different vehicles depending on your unique situation or intentions. The gift may be a one-time donation, a series of payments over a set period or ongoing support. It may be a gift the charity can use now or a deferred gift. It allows clients to achieve personal donation goals and provides tax and estate planning benefits to the donor.
Types of gifts include:
- Cash
- Gifts in-kind: stocks, bonds, mutual funds, ETFs etc.
- Life Insurance proceeds
- Physical Land or Property
We would be pleased to review your charitable giving strategy and provide information on corporate and individual donations of Securities, Charitable gift funds and Private family foundations.
